Moneta Group Investment Advisors’s Spire SR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $261K | Buy |
+3,580
| New | +$261K | ﹤0.01% | 598 |
|
|
2023
Q3 | – | Sell |
-3,963
| Closed | -$251K | – | 557 |
|
|
2023
Q2 | $251K | Sell |
3,963
-150
| -4% | -$9.52K | 0.01% | 457 |
|
|
2023
Q1 | $288K | Buy |
4,113
+290
| +8% | +$20.3K | 0.01% | 418 |
|
|
2022
Q4 | $276K | Sell |
3,823
-2,209
| -37% | -$160K | 0.01% | 386 |
|
|
2022
Q3 | $376K | Buy |
6,032
+842
| +16% | +$52.5K | 0.01% | 308 |
|
|
2022
Q2 | $386K | Sell |
5,190
-91
| -2% | -$6.77K | 0.01% | 339 |
|
|
2022
Q1 | $379K | Sell |
5,281
-499
| -9% | -$35.8K | 0.01% | 326 |
|
|
2021
Q4 | $377K | Buy |
5,780
+517
| +10% | +$33.7K | 0.02% | 341 |
|
|
2021
Q3 | $322K | Buy |
5,263
+1,029
| +24% | +$63K | 0.01% | 351 |
|
|
2021
Q2 | $306K | Buy |
4,234
+404
| +11% | +$29.2K | 0.01% | 360 |
|
|
2021
Q1 | $283K | Buy |
+3,830
| New | +$283K | 0.02% | 345 |
|
|
2019
Q3 | – | Sell |
-3,325
| Closed | -$279K | – | 303 |
|
|
2019
Q2 | $279K | Sell |
3,325
-576
| -15% | -$48.3K | 0.03% | 194 |
|
|
2019
Q1 | $321K | Buy |
+3,901
| New | +$321K | 0.03% | 171 |
|
|
2018
Q2 | – | Sell |
-1,177
| Closed | -$85K | – | 606 |
|
|
2018
Q1 | $85K | Buy |
1,177
+177
| +18% | +$12.8K | 0.01% | 260 |
|
|
2017
Q4 | $75K | Buy |
+1,000
| New | +$75K | 0.01% | 253 |
|
|
2015
Q4 | – | Sell |
-800
| Closed | -$44K | – | 373 |
|
|
2015
Q3 | $44K | Buy |
+800
| New | +$44K | 0.01% | 247 |
|